---
title: "Getting started with XpertOS"
slug: "getting-started-with-xpertos"
updated: 2026-07-23T11:18:19Z
published: 2026-07-23T12:14:18Z
canonical: "docs.xtremepush.com/getting-started-with-xpertos"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xtremepush.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started with XpertOS

This guide orients you in the XpertOS interface and walks you through your first few tasks. It assumes no prior knowledge of the platform. By the end, you will have had your first conversation with your assistant and know where everything lives.

## Before you begin

- You need an XpertOS account. Your administrator or account manager provides your login details.
- Log in and check you can see the Home dashboard with its welcome message.

## Find your way around

The sidebar on the left is your main navigation. The exact items you see depend on your role, but the core areas are:

| Area | What it is for |
| --- | --- |
| **Home** | Your dashboard, with quick stats and your latest Morning Briefing at a glance |
| **Briefing** | Your daily digest of platform health, performance, and campaign ideas |
| **Calendar** | A view of your campaigns, sporting fixtures, all in one place |
| **Assistant** | The chat interface where you ask questions and get work done |
| **Xperts** | Browse built-in Xperts and the tools they have access to, and create your own |
| **Flows** | Build and manage automated workflows, browse Team Flows and the Inspiration library |
| **Crews** | Control Room, Briefs, and autonomous operations |
| **Content** | The Knowledge Base, Asset Library, and your Xpert Artefacts |
| **Inbox** | Approval requests waiting for your review |
| **Settings** | Integrations, Governance, Usage, Alerts, and general settings |

> [!NOTE]
> **Search from anywhere**
> 
> Press `Cmd+K` (Mac) or `Ctrl+K` (Windows) to open the command palette. It searches across Xperts, flows, conversations, artefacts, and more, and gives you quick shortcuts to jump anywhere in the platform.

![](https://cdn.document360.io/b056e88b-f6c1-4bd2-b5b8-08e9336a17c9/Images/Documentation/image(46).png)

## Step 1: Set your time and language options

Set your organisation's timezone in **Settings > Admin > Regional Settings** so requests like *"this week"* and *"tomorrow"* resolve correctly. Administrators can also set an output language (UK or US English) that applies across chat, flows, and briefs.

## Step 2: Check your integrations

1. Click **Settings** at the bottom of the sidebar, then open the **Integrations** tab.
2. Each integration shows whether it is connected. Connected services show a green indicator.
3. Your Xtremepush connection is the most important one. If it is not yet connected, follow [Connecting your Xtremepush instance](/documentation/docs/connecting-your-xtremepush-instance) before going further.

## Step 3: Browse your Xpert team

1. Click **Xperts** in the sidebar, then **Built-in Xperts**.
2. Each card shows the Xpert's specialism and the tools it can use. Open any Xpert to see its full capabilities.

## Step 4: Look at Xpert Flows and the Inspiration library

1. Click **Flows** in the sidebar, then **Inspiration**.
2. Browse the ready-made flows. These are working examples of what you can automate, from daily reports to campaign planning.
3. When one catches your eye, read [Using Inspirations](/documentation/docs/using-inspirations) before you copy it: each flow needs a small amount of tailoring before it will work for your data.

## Step 5: Open the Knowledge Base

1. Click **Content** in the sidebar, then **Knowledge Base**.
2. This is where you give your Xperts context about your business: brand guidelines, tone of voice, and example campaigns.
3. Adding material here is one of the highest-value setup steps. See [Setting up your Knowledge Base](/documentation/docs/setting-up-your-knowledge-base).

## Step 6: Have your first conversation

1. Click **Assistant** in the sidebar.
2. Type a question into the message box at the bottom and press **Enter**. Good first questions include:
  - *"What can you help me with?"*
  - *"What integrations are connected?"*
  - *"Tell me about the tools you have access to."*
3. Watch the response arrive. The assistant shows each tool it uses to find information, so you can see exactly where an answer came from.

You can ask follow-up questions naturally. The assistant remembers the context within the current conversation, so *"tell me more about the second one"* works as you would expect.